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Regal Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Regal Investment Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.48M Hold
24,218
– – 0.14% 172
2025
Q4 		$2.48M Buy
24,218
+269
+1% +$27.3K 0.15% 160
2025
Q3 		$2.39M Buy
23,949
+39
+0.2% +$3.8K 0.16% 159
2025
Q2 		$2.26M Hold
23,910
– – 0.17% 142
2025
Q1 		$2.21M Sell
23,910
-49
-0.2% -$4.6K 0.18% 141
2024
Q4 		$2.22M Sell
23,959
-419
-2% -$40.3K 0.17% 144
2024
Q3 		$2.33M Sell
24,378
-1,357
-5% -$125K 0.16% 156
2024
Q2 		$2.27M Sell
25,735
-161
-0.6% -$14.2K 0.15% 160
2024
Q1 		$2.34M Buy
25,896
+135
+0.5% +$11.6K 0.16% 154
2023
Q4 		$2.17M Sell
25,761
-993
-4% -$77.3K 0.16% 149
2023
Q3 		$2M Sell
26,754
-311
-1% -$24.4K 0.17% 148
2023
Q2 		$2.12M Buy
27,065
+2,768
+11% +$207K 0.18% 137
2023
Q1 		$1.79M Sell
24,297
-297
-1% -$21.9K 0.16% 149
2022
Q4 		$1.74M Buy
24,594
+598
+2% +$41.6K 0.17% 136
2022
Q3 		$1.5M Buy
23,996
+52
+0.2% +$3.59K 0.16% 140
2022
Q2 		$1.6M Hold
23,944
– – 0.17% 135
2022
Q1 		$1.82M Buy
23,944
+169
+0.7% +$12.7K 0.17% 133
2021
Q4 		$1.81M Hold
23,775
– – 0.16% 137
2021
Q3 		$1.69M Hold
23,775
– – 0.16% 143
2021
Q2 		$1.71M Buy
+23,775
New +$1.71M 0.17% 136
2021
Q1 		– Sell
-26,125
Closed -$1.63M – 226
2020
Q4 		$1.63M Buy
+26,125
New +$1.53M 0.18% 132
2020
Q3 		– Sell
-26,154
Closed -$1.37M – 128
2020
Q2 		$1.37M Buy
+26,154
New +$1.34M 0.25% 100
2020
Q1 		– Sell
-26,854
Closed -$1.69M – 170
2019
Q4 		$1.69M Sell
26,854
-45
-0.2% -$2.71K 0.3% 108
2019
Q3 		$1.55M Sell
26,899
-698
-3% -$39.7K 0.3% 102
2019
Q2 		$1.56M Buy
27,597
+125
+0.5% +$6.96K 0.3% 104
2019
Q1 		$1.51M Buy
27,472
+51
+0.2% +$2.73K 0.31% 105
2018
Q4 		$1.35M Buy
27,421
+12,928
+89% +$687K 0.29% 99
2018
Q3 		$817K Sell
14,493
-12,644
-47% -$707K 0.17% 147
2018
Q2 		$1.46M Sell
27,137
-1,190
-4% -$64.1K 0.44% 79
2018
Q1 		$1.5M Buy
28,327
+376
+1% +$20.8K 0.33% 97
2017
Q4 		$1.55M Sell
27,951
-299
-1% -$16.1K 0.35% 96
2017
Q3 		$1.48M Sell
28,250
-1,881
-6% -$96.5K 0.35% 98
2017
Q2 		$1.53M Sell
30,131
-1,448
-5% -$73.2K 0.38% 88
2017
Q1 		$1.59M Buy
31,579
+422
+1% +$21.2K 0.42% 83
2016
Q4 		$1.53M Buy
+31,157
New +$1.47M 0.42% 80
2016
Q3 		– Sell
-4,716
Closed -$211K – 263
2016
Q2 		$211K Buy
+4,716
New +$207K 0.06% 230

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Regal Investment Advisors's IUSV Position: Q1 2026 in Review

Regal Investment Advisors held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 24,218 shares worth $2.48M. The position accounts for 0.14% of the portfolio, ranked #172.

Regal Investment Advisors first reported a position in IUSV in Q2 2016 and has held it in 36 quarters since. The position peaked at $2.48M in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Regal Investment Advisors held 24,218 shares of iShares Core S&P US Value ETF worth $2.48M as of Q1 2026.
  • Regal Investment Advisors left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.14% of Regal Investment Advisors's portfolio in Q1 2026, its #172 holding.
  • Regal Investment Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2016 and has held it in 36 quarters since.
  • Regal Investment Advisors's iShares Core S&P US Value ETF position peaked at $2.48M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.